Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,512,572
+$1,023,719 QoQ
Shares Held
117,049
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#666
of 3,621 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Jun 30, 2021CallValue
$54,110
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $25,018,595 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
117,049 | $9,512,572 | |
| 2 | COKE |
Coca-Cola Consolidated, Inc.
|
27,960 | $5,338,123 | |
| 3 | PEP |
Pepsico Inc
|
31,206 | $4,225,292 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
|
24,776 | $2,632,450 | |
| 5 | MNST |
Monster Beverage Corp
|
35,750 | $1,718,145 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15,909 | $1,592,013 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,512,572 | 117,049 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,488,853 | 111,622 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,165,215 | 102,492 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,052,960 | 91,269 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,409,242 | 90,590 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,807,665 | 81,090 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,543,921 | 72,983 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,838,621 | 67,334 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,163,219 | 65,408 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,753,331 | 61,349 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,386,766 | 57,471 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,223,104 | 57,576 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,627,893 | 60,244 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,801,446 | 61,284 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,047,631 | 63,632 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,809,696 | 68,006 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,588,306 | 41,143 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,238,386 | 36,103 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,642,130 | 27,734 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,352,099 | 25,769 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,278,673 | 23,631 | Shares | Sole | 2021-07-20 | |
| 2021-06-30 | $54,110 | 1,000 | Call | Sole | 2021-07-20 | |
| 2021-03-31 | $996,482 | 18,905 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $678,206 | 12,367 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $587,601 | 11,902 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $341,176 | 7,636 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||